Overview
Define "Case Status Widget"
How to access an existing claim
Search bar
Understanding search results
If the client has a widget, reference that
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5 stages of the claim
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Define the stages
Received
Information Required
Investigating
Pursuing Recovery
Resolved
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Compare resolved and opened claims
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Case summary section
What info is included here
Compare denied, paid, and open disputes
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Transaction table
Filtering the data
Define common dispute statuses
Actions on an open claim with notes and docs
Required Actions - doc needed
Other Actions
Add a note
Purpose, function, key details
Request case is withdrawn
Purpose, function, key details
Upload a new file
Purpose, function, key details
View case attachments
Purpose, function, key details
View claim details
Purpose, function, key details
View communication
Purpose, function, key details
View disputed transactions
Purpose, function, key details
View investigation details
Purpose, function, key details
Actions on a denied claim
Request dispute is reopened
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Purpose, function, key details
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View case attachments
Purpose, function, key details
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View case notes
Purpose, function, key details
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View claim detail
Purpose, function, key details
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View communication
Purpose, function, key details
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View disputed transactions
Purpose, function, key details
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View investigation details
Purpose, function, key details
Actions on a paid claim
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View case attachments
Purpose, function, key details
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View case notes
Purpose, function, key details
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View claim detail
Purpose, function, key details
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View communication
Purpose, function, key details
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View disputed transactions
Purpose, function, key details
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Purpose, function, key details